We are live on ! Find out more
APO icon

Apollo Global Management

440 hedge funds and large institutions have $8.61B invested in Apollo Global Management in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 156 increasing their positions, 111 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

41% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 111

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

10% more funds holding

Funds holding: 399440 (+41)

5.06% more ownership

Funds ownership: 73.88%78.95% (+5.1%)

4% more capital invested

Capital invested by funds: $8.29B → $8.61B (+$322M)

20% less call options, than puts

Call options by funds: $139M | Put options by funds: $173M

Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
7.73%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
96
Increased
156
Reduced
111
Closed
49
Calls
$139M
Puts
$173M
Net Calls
-$33.7M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
51
Capstone Investment Advisors
New York
$32.1M +$33.2M +682,290 New
N
52
Nuveen
North Carolina
$31.2M -$2.05M -42,107 -6%
AAMU
53
Amundi Asset Management US
Massachusetts
$31M +$122K +2,499 +0.4%
Jane Street
54
Jane Street
New York
$30.8M +$28.9M +594,229 +962%
BTP
55
Bloom Tree Partners
New York
$29M +$30.1M +617,934 New
EG
56
Enstar Group
Bermuda
$27.6M
RJA
57
Raymond James & Associates
Florida
$26.5M +$3.59M +73,713 +15%
UBS AM
58
UBS AM
Illinois
$25.6M -$24.6M -506,472 -48%
HighTower Advisors
59
HighTower Advisors
Illinois
$24.8M +$25.6M +527,003 New
Deutsche Bank
60
Deutsche Bank
Germany
$24M +$12.3M +253,152 +99%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$23.7M -$3.01M -61,811 -11%
OCAM
62
Onex Canada Asset Management
Ontario, Canada
$23.7M +$3.25M +66,740 +15%
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$22.9M -$1.16M -23,939 -5%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$18.9M -$5.33M -109,607 -21%
GPC
65
Guardian Point Capital
Virginia
$18.8M
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$18.8M +$15.3M +314,493 +368%
SM
67
Scoggin Management
New York
$18.8M +$19.5M +400,000 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$18.7M -$539K -11,077 -3%
Millennium Management
69
Millennium Management
New York
$16.2M +$16.7M +343,761 New
LCM
70
Lakewood Capital Management
New York
$15.9M -$17.5M -360,000 -52%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$15.3M +$14.7M +302,515 +1,343%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$15M +$222K +4,562 +1%
N
73
Natixis
France
$14.7M +$13.6M +280,407 +878%
DMK
74
David M. Knott
$14.1M
NRCM
75
Northern Right Capital Management
Connecticut
$14M +$14.5M +298,122 New

APO Hedge Fund Activity: Q1 2021 in Review

440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q1 2021, worth a combined $8.61B — up 3.9% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new APO positions and 49 closed out — a net gain of 47 holders — while 156 added to existing stakes and 111 trimmed.

The largest buyer was Charles Schwab, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $201M.

  • 440 institutional investors held Apollo Global Management (APO) as of Q1 2021, up from 399 in Q4 2020.
  • Funds reported $8.61B of Apollo Global Management stock for Q1 2021, up 3.9% quarter-over-quarter.
  • 96 funds opened new Apollo Global Management positions in Q1 2021 and 49 closed out, a net change of +47 holders.
  • The largest Apollo Global Management buyer in Q1 2021 was Charles Schwab, an estimated $80.5M added.
  • The largest Apollo Global Management seller in Q1 2021 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2021.